Other · DOL Form 5500 · 2024
The Medical College of Wisconsin, Inc. Retirement Plan
Data updated 2026-08-11
- $2.6B
- Total assets
- 6,796
- Participants
- 99th
- Percentile by assets
- $382,116
- Avg per participant
Official DOL plan name: The Medical College of Wisconsin, Inc. Retirement Plan · Sponsored by The Medical College of Wisconsin, Inc. · Wisconsin · Educational Services
$2.6B in assets, 6,796 participants
The Medical College of Wisconsin, Inc.'s The Medical College of Wisconsin, Inc. Retirement Plan reported $2.6B in total assets and 6,796 participants in its 2024 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- 99th percentile by assets (of 123,622 plans)
- #3,609 in Educational Services (3,638 peers)
Coverage in Wisconsin
The Medical College of Wisconsin, Inc. Retirement Plan covers 6,796 participants in Wisconsin, 12x the typical Wisconsin plan (state average ~563 per filing). Assets: $2.6B.
- $2.6B
- total plan assets (2024 EOY)
- 6,796
- covered participants
- 99th
- percentile by assets (of 123,622 plans)
- $382,116
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Medical College of Wisconsin, Inc. Retirement Plan reported net income fell from $329M in the plan year 2023 filing to $251M in the plan year 2024 filing.
- The Medical College of Wisconsin, Inc. Retirement Plan end-of-year assets rose from $2.3B in the plan year 2023 filing to $2.6B in the plan year 2024 filing.
- The Medical College of Wisconsin, Inc. Retirement Plan reported participants rose from 6,591 in the plan year 2023 filing to 6,796 in the plan year 2024 filing.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 563 participants across 2,940 plans. The Medical College of Wisconsin, Inc. Retirement Plan reports 6,796 participants - 12x that state average ($2.6B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $2.3B |
|---|---|
| Net Assets (End of Year) | $2.6B |
| Net Income | $251M |
| Employer EIN | 390806261 |
| Plan Effective Date | 1963-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Medical College of Wisconsin, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6,020 | $2.0B |
| 2023 | 1 | 6,591 | $2.3B |
| 2024 | 1 | 6,796 | $2.6B |
Nearby Other Plans in Wisconsin
Peer Other plans, same state, same plan type, ranked by total assets.
The Medical College of Wisconsin, Inc. Retirement Plan vs. nearby Other plans in Wisconsin, assets vs. participants
- Froedtert Health, Inc. 403(b) Plan $2.2B · 15,736
- University of Wisconsin Medical Foundation Physicians Retirement Plan $1.4B · 2,091
- Children's Hospital and Health System Shared Retirement Savings Plan $1.0B · 6,717
- Marquette University Retirement Plan $926M · 3,173
- Waicu Retirement Readiness Plan $418M · 2,100
Scale composition for The Medical College of Wisconsin, Inc. Retirement Plan
The Medical College of Wisconsin, Inc. Retirement Plan reports $2.6B in end-of-year assets across 6,796 participants (0.021% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $382,116 per participant (2.8x the national average assets-per-participant) . Net income for plan year 2024 was $251M.
This plan identity (EIN 390806261, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $2.0B to $2.6B (+28.7%) while covered participants moved from 6,020 to 6,796 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 6,020 | $2.0B | Open filing |
| 2023 | 6,591 | $2.3B | Open filing |
| 2024 · index core | 6,796 | $2.6B | This page |
Similar-Sized Other Plans Nationally
Other plans in other states closest to The Medical College of Wisconsin, Inc. Retirement Plan by total assets, not by location.
- Cedars-Sinai 403b Retirement Plan (CA) $2.6B · 11,878
- Northeastern University Retirement Plan (MA) $2.6B · 8,900
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan (FL) $2.7B · 26,141
- Vanderbilt University Retirement Plan (TN) $2.5B · 7,926
Frequently Asked Questions
How did The Medical College of Wisconsin, Inc. Retirement Plan assets move in 2024? ▼
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Filing takeaways
Ways to act on The Medical College of Wisconsin, Inc. Retirement Plan's numbers.
- By total assets, The Medical College of Wisconsin, Inc. Retirement Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Wisconsin. Compare plans
- The Medical College of Wisconsin, Inc.'s sponsor-wide assets have grown 28.7% since 2022 across 3 plan years on file. More Educational Services plans